Email automation

Set up the email once. It sends itself from then on.

Welcome notes, follow-ups, birthday greetings, win-backs. Build each automated email on a visual canvas, test it in a simulator, switch it on, and Mailsoftly delivers it at the right moment to the right person, without you pressing send again.
Free to start with your Google Workspace or Microsoft 365 account · No credit card required
Email automation simulator in Mailsoftly running a real contact through the welcome flow step by step: the trigger, the consent check, the welcome email, the two day wait, and the click branch, before anything sends
Email automation trigger in Mailsoftly: the flow starts the moment someone submits your signup form, with an optional entry filter
Send and wait steps in a Mailsoftly email automation: the welcome email goes first, then a two day wait before the next step
If else branch in a Mailsoftly email automation: contacts who click are tagged Engaged Subscriber, everyone else gets a follow-up email
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Triggers

Eight ways an email can start itself

Every automation begins with a trigger. These are the real ones Mailsoftly ships, so an email can fire off almost anything a contact does.
👤
Onboarding

Contact created

The moment a new contact is added to your account, the flow begins. This is the classic start for a welcome series.

📝
Onboarding

Form submitted

Someone completes one of your signup forms and the flow starts on that exact contact, ready to greet them.

🏷
Segmentation

Tag added

Apply a tag to a contact and every automation watching that tag runs. Great for interest-based and behavior-based sends.

📋
Segmentation

Added to a list

When a contact joins a specific list, kick off a flow built for that audience, separate from everyone else.

📨
Follow-up

Campaign sent

Right after a campaign goes out, run a follow-up on the contacts it reached, for example a nudge to anyone who did not open it.

🎂
Engagement

Contact birthday

Send on a contact's birthday, and set how many days ahead it should go so the greeting lands right on time.

⚡
Integrations

Webhook received

An event from another tool posts to your webhook. The flow finds or creates the contact from the payload, then runs.

🔁
Retention & win-back

Goes quiet, or comes back

React when a contact stops opening for a set stretch, or when a passive contact becomes active again and re-engages.

Welcome New Subscribers

Inside one real flow, step by step

This is the Welcome New Subscribers automation that ships in the demo account, from the form submit to the numbers thirty days later.
⚡ Trigger

A form submit starts it, consent decides who continues

The flow begins when someone submits your signup form. A consent gate checks one thing first: does Marketing consent equal Confirmed? If not, the contact stops here and is never emailed.

Trigger step of the welcome automation in Mailsoftly: the flow runs when the signup form is submitted, with a consent gate as the entry filter
✉ Action

Send the welcome email, then wait two days

Confirmed contacts get the Welcome Email straight away. Then the flow waits two days, giving them time to read and react before it decides what to send next.

Send email and wait steps in the Mailsoftly welcome automation: the welcome email is sent first, then a two day wait
⑂ Condition

Did they click? The answer picks the next email

The flow checks whether the contact clicked the welcome email. Anyone who did is tagged Engaged Subscriber. Everyone who did not receives the Introduction Email instead, a second, gentler hello.

Yes or no branch on the welcome email click in Mailsoftly: clickers are tagged Engaged Subscriber, non-clickers get the Introduction Email
✓ Result

Thirty days later, it is still running

Left alone for a month, this one flow sent 346 emails at a 58.4 percent open rate and enrolled 144 contacts, with bot and scanner hits filtered out. Email automation is one engine inside Mailsoftly's marketing automation platform.

Welcome automation performance in Mailsoftly after 30 days: 346 emails sent, 58.4 percent open rate, 144 contacts enrolled, bots excluded
A closer look

Inside the automation builder

The same flow, up close: where it can start, every step you can drop in, and how one branch fans a list into as many paths as you sell.
Value split step in the Mailsoftly automation builder branching contacts into Retainer, Project and Otherwise lanes, each with its own next step
Value split sends every contact down its own lane by any field, a plan tier, a country, a signup source, and the Otherwise lane catches everyone else. Add as many lanes as you have segments.
Trigger settings in Mailsoftly with a form response start event plus an Also start when section adding more parallel entry points to one automation
Start a flow from a form response, a new tag, a birthday and more, then add extra start events so several entry points feed one automation.
Add action menu in the Mailsoftly automation builder grouping Messaging, Tags and Lists, Integration and Flow Control steps including Wait, Wait until and Stop
Every step in one place: send an email or save a draft, add or remove tags and lists, call a webhook, or wait, wait until and stop.
Start from a recipe

You do not start from a blank canvas

Eight automations ship inside the product, already wired. Open one, put your own words in, switch it on.
Welcome new contactGreet every signup, wait a few days, then follow up while you are still fresh in mind.
Double opt-inAsk new contacts to confirm by email, then tag and list the ones who click.
Re-engage passive contactsReach contacts who went quiet, then branch on whether they come back.
See all eight recipes in the product →
Prebuilt email automation recipes in Mailsoftly: welcome, double opt-in, birthday, re-engage passive contacts, post-campaign follow-up and webhook lead capture, ready to customize
FAQ

Questions, answered

Is the email automation builder free to use?

Yes. Create your account free with Google or Microsoft sign-in and build automated emails on the free plan, no credit card required. Google Workspace and Microsoft 365 accounts get the quickest start; personal Gmail or Outlook.com works too, with lower sending limits while your account builds trust. Paid plans add higher sending volumes.

How does a condition decide which path a contact takes?

A condition checks one fact about the contact at that moment, for example whether they opened or clicked the last email, or whether a tag is present. Contacts for whom it is true follow the Yes branch; everyone else follows the No branch. Each contact is evaluated on its own.

What happens to contacts who take the No branch?

The No branch is a real path, not a dead end. You decide what goes there: a gentler follow-up email, a wait, a tag, or a Stop step that ends the flow for that contact. In the welcome flow, non-clickers receive the Introduction Email instead of the engaged tag.

Can a flow enter each contact only once?

Yes. An automation can be set to run once per contact, so a returning signup is not enrolled a second time and nobody receives a duplicate welcome. You set this on the automation itself.

How does the simulator test a flow before it sends?

The simulator runs a real contact through every step of your automation, showing which branch it takes at each condition and which emails it would receive, without sending anything. You watch the whole path before you switch the flow on.

Do automated emails respect consent and unsubscribes?

Yes. A flow can gate entry on a consent field, so only confirmed contacts continue. Every automated send honors unsubscribes and GDPR consent, and bot and scanner activity is filtered out of the reports, so your numbers and your sender reputation stay clean.

Your first automated email, live tonight

Sign up free with your Google Workspace or Microsoft 365 account, import your contacts, and let the welcome email introduce itself.

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